The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings. Read more ...
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Comments Off on Thanks to the OBBB, Now Could Be the Best Tax-Planning Window We’ve Had: 12 Things You Should Know
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The Shocking Truth About Your “Magic Number” Once inputs like inflation, healthcare costs, and lifestyle realities are taken into account, the $1.5 million goalpost seems less like a ...
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Comments Off on Think $1.5 Million Buys You Freedom? Here’s the Truth About Early Retirement
The retirement planning landscape has shifted dramatically over the past decade. With traditional pensions becoming increasingly rare and Social Security facing long-term funding challenges, Americans are shouldering more ...
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Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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Comments Off on Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
You can stress test your retirement plan, just as your doctor can challenge your heart function or a bank can run scenarios that might cause it to fail. ...
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For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what ...
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Comments Off on Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’
Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others are not happy at all. ...
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Comments Off on Social Security tax breaks: What the ‘Big Beautiful Bill’ really means for 88% of retirees
You’re no longer a 20-something still getting used to a full-time job. You’ve been around for a while, maybe moved a couple of rungs up the corporate ladder, ...
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Comments Off on Late to Retirement Planning? 5 Strategies to Help You Catch Up to Your Peers
“You need a clear bucket plan to avoid sequence of returns risk and minimize your tax bill. Here’s what I mean: when markets fall during the first few ...
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Comments Off on ‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice
For retirees, dependable income that doesn’t drain their portfolios sounds like a dream come true, especially during market volatility. But unless clients have a pension, and fewer and ...
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